Formidable ETF
FORH
6 hedge funds and large institutions have $19.9M invested in Formidable ETF in 2024 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 0 closing their positions.
50% more funds holding
Funds holding: 4 → 6 (+2)
1.61% more ownership
Funds ownership: 92.79% → 94.4% (+1.6%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
10% less capital invested
Capital invested by funds: $22.2M → $19.9M (-$2.31M)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$473K |
| 2 |
MCM
MAI Capital Management
Independence,
Ohio
|
+$61K |
| 3 |
GS
GTS Securities
New York
|
+$16.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FAM
Formidable Asset Management
Cincinnati,
Ohio
|
-$796K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$20.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FAM
1
Formidable Asset Management
Cincinnati,
Ohio
| $19M | -$796K | -35,231 | -4% |
|
|
2
Jane Street
New York
| $442K | +$473K | +20,961 | New |
|
|
GS
3
GTS Securities
New York
| $364K | +$16.6K | +733 | +4% |
|
|
MCM
4
MAI Capital Management
Independence,
Ohio
| $56.9K | +$61K | +2,700 | New |
|
5
Morgan Stanley
New York
| $27.4K | – | – | – |
|
|
6
UBS Group
Zurich,
Switzerland
| $26.9K | -$20.7K | -918 | -42% |
|
FORH Hedge Fund Activity: Q4 2024 in Review
6 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Formidable ETF (FORH) for Q4 2024, worth a combined $19.9M — down 10% from $22.2M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new FORH positions and 0 closed out — a net gain of 2 holders — while 1 added to existing stakes and 2 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $473K. The largest seller was Formidable Asset Management, cutting an estimated $796K.
- 6 institutional investors held Formidable ETF (FORH) as of Q4 2024, up from 4 in Q3 2024.
- Funds reported $19.9M of Formidable ETF stock for Q4 2024, down 10% quarter-over-quarter.
- 2 funds opened new Formidable ETF positions in Q4 2024 and 0 closed out, a net change of +2 holders.
- The largest Formidable ETF buyer in Q4 2024 was Jane Street, an estimated $473K added.
- The largest Formidable ETF seller in Q4 2024 was Formidable Asset Management, an estimated $796K sold.
Based on aggregated 13F filings for Q4 2024.